…relative basis. Low Volatility Absolute Valuation: Expensive Relative Valuation: Expensive Low volatility stocks had a great decade leading up to the beginning of 2020. Then they had a very rough…
Search Results for: low-volatility funds
Charlie Munger’s Investing Basics
…extreme volatility.” Make “Mr. Market” your servant rather than your master. Mr. Market, the article explains, is a metaphor for the capital market “with its short-term, volatile character.” If a…
William Green: Takeaways from Greatest Investor Interviews
…called “standard stupidities like buying funds with excessive fees, trading too often so that taxes and expenses eat away at your returns, getting caught up in fads, betting on cyclical…
Kaissar: Value Investing and the Price-to-Book Ratio
While for many value investors, a low price-to-book ratio has long been synonymous with opportunity, a recent article by Bloomberg columnist Nir Kaissar argues that in recent years it has…
Morningstar: My Pile of “Too Hard” Investments is Pretty Big
…active managers to consistently outperform inexpensive index-tracking funds by picking stocks.” Actively managed funds: “It’s harder to ride herd on a group of actively managed funds than it is a…
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into…
Are Equities an Inflation Hedge?
…it suggests investing in “trend-following, commodities-focused funds or commodity trading advisors (CTAs),” explaining, “If gold prices rise due to higher inflation, these funds will jump on the trend sooner or…
Record Low of 25% Pass Rate for Level 1 CFA Exam
Only 25% of nearly 26,000 applicants passed the Chartered Financial Analyst Level I exam administered in May, the lowest since testing began in 1963, and the pandemic played a significant…
The Meme-Stock Craze Drew Attention to Fidelity’s Joel Tillinghast
…money enter his Fidelity Low-Priced Stock Fund, the first month since April 2016 that inflows exceeded withdrawals (he had been losing investors to index funds). The fund has again seen…
Hedge Fund Come Back Looks Real
Hedge funds are positioned for their best average returns since 2014 in the wake of a three-year winning streak that “adds welcome color to an asset management industry that’s been…